Lead Generation Specialist - Mutual Funds

Building Services Design & Energy Institute - MEPa2z; Bengaluru; On-site; INR 350,000 - 550,000; Full time

Job summary

Building Services Design & Energy Institute - MEPa2z in Bengaluru, Karnataka is seeking a motivated Lead Generation Specialist focused on mutual funds and equity markets to identify and nurture potential clients.

The role emphasizes developing effective lead strategies, conducting market research, and engaging prospects through calls, emails and social media, while collaborating with the sales team to convert interest into meetings.

Qualifications

• Proven lead generation experience in financial services.
• Strong knowledge of mutual funds and equity markets.
• Excellent communication and interpersonal skills.
• Ability to work independently in a fast-paced environment.
• Familiarity with CRM software and lead management tools.

Responsibilities

• Develop and implement lead generation strategies to attract potential clients.
• Conduct market research to identify opportunities in financial services.
• Engage with potential clients via phone, email and social media.
• Collaborate with sales to ensure smooth handoffs.
• Maintain accurate records of interactions in the CRM.
• Stay updated on industry regulations and best practices, including NISM certifications.

Skills

Lead generation

CRM proficiency

Communication skills

Team collaboration

Independent worker

Tools

CRM software

Job description

We are seeking a motivated and results-driven Lead Generation Specialist with a focus on mutual funds and equity markets to join our team in Karnataka. The ideal candidate will have a strong understanding of lead generation strategies and a passion for the financial services industry. This role is crucial in identifying and nurturing potential clients, helping them understand the benefits of mutual funds and equity investments.

Key Responsibilities:

• Develop and implement effective lead generation strategies to attract potential clients interested in mutual funds and equity investments.
• Conduct market research to identify new opportunities and trends in the financial services sector.
• Engage with potential clients through various channels, including phone calls, emails, and social media, to generate interest and schedule meetings.
• Collaborate with the sales team to ensure a smooth transition of leads and provide necessary information for follow-up.
• Maintain accurate records of lead interactions and progress in the CRM system.
• Stay updated on industry regulations and best practices, including NISM certifications, to provide informed guidance to clients.

Required Skills:

• Proven experience in lead generation, preferably in the financial services sector.
• Strong knowledge of mutual funds, equity markets, and investment strategies.
• Excellent communication and interpersonal skills to build relationships with potential clients.
• Ability to work independently and as part of a team in a fast-paced environment.
• Familiarity with CRM software and lead management tools.

If you are passionate about helping clients achieve their financial goals and have the skills to drive lead generation efforts, we encourage you to apply for this exciting opportunity.